Cloudflare
Enterprise · Edge cloud
- HQ
- San Francisco, US
- Founded
- 2009
- Size
- 4,000+
- Funding
- Public (NET)
- Website
- cloudflare.com
Products
No active AI roles currently tracked. Primary focus: Agent · Engineering.
Enterprise · Edge cloud
What leadership said about AI on earnings calls (above the line, stacked by event type) vs how many AI roles the company actually posted (below the line). Each side scales to its own peak — read shape, not absolute height.
Trajectory events (left half, cyan) vs active AI roles posted (right half, slate), bucketed by stage. Darker cell = more activity for this company.
Cloudflare is seeing hundreds of billions of agentic requests per month, growing exponentially.
GPU utilization rates approach 70% to 80%, significantly higher than hyperscaler single-digit averages.
97% of engineers use AI coding tools, and 100% of production code contributions are reviewed by autonomous AI agents.
Internal usage of AI increased 600% in the last three months.
Cloudflare disclosed that AI agent traffic on its network more than doubled in January.
“Over the month of January alone, the number of weekly requests generated by AI agents more than doubled across the Cloudflare network.”— Matthew Prince
Management estimates that 80% of leading AI companies rely on Cloudflare's network.
Cloudflare is increasing investment in GPU rollout to support demand for AI inference in 2025.
AI Gateway users achieving >10x price performance improvement for AI agents by serving requests from Cloudflare's cache.
Management observed a notable shift in customer buying behavior from AI training to AI inference, resulting in the company's first multimillion-dollar Workers AI contract.
A rapidly growing AI company signed a $7 million pool of funds contract for Workers AI, moving all workloads to Cloudflare as their single inference cloud platform.
Inference requests powered by Cloudflare AI increased more than 700% quarter over quarter.
Developer accounts using AI functions increased 67% quarter over quarter.
AI customer realized 40% cost improvement using Workers AI for inference.